← YOUNG MENS CHRISTIAN ASSOCIATION OF THE IOWA MISSISSIPPI VALLEY

Form 990 for tax year 2022

Filed by YOUNG MENS CHRISTIAN ASSOCIATION OF THE IOWA MISSISSIPPI VALLEY.

Totals

Total revenue: $17,798,591
Total expenses: $11,042,647
Contributions and grants received: $6,965,982
Grants paid: $10,000
Program service revenue: $10,491,853
Investment income: $175,764
Other revenue: $164,992
Total assets, end of year: $66,007,223
Total liabilities, end of year: $13,526,450
Net assets or fund balances, end of year: $52,480,773
Program services expenses (Part IX): $9,493,855
Management and general expenses: $1,516,939
Fundraising expenses: $31,853
Program service expenses (Part III): $9,493,855

Program services were 86.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

1a · Federated campaigns

$124,283
1b · Membership dues

$0
1c · Fundraising events

$44,500
1d · Related organizations

$0
1e · Government grants (contributions)

$0
1f · All other contributions, gifts and grants

$6,797,199
1g · Noncash contributions included above

$0
2a · Program service revenue: Membership Revenue

total $7,110,627 · related or exempt $7,110,627
2b · Program service revenue: Childcare Revenue -- School Age

total $859,161 · related or exempt $859,161
2c · Program service revenue: Childcare Revenue -- Infant/Toddler/Preschool

total $462,625 · related or exempt $462,625
2d · Program service revenue: Day Camp Revenue

total $452,970 · related or exempt $452,970
2e · Program service revenue: Resident Camp Revenue

total $0 · related or exempt $0
2f · All other program service revenue

total $1,606,470 · related or exempt $1,606,470 · unrelated business $0 · excluded $0
3 · Investment income

total $214,307 · related or exempt $214,307 · unrelated business $0 · excluded $0
4 · Income from investment of tax-exempt bond proceeds

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
5 · Royalties

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
6a · Gross rents

real property $0 · personal property $0
6b · Less rental expenses

real property $0 · personal property $0
6c · Rental income or loss

real property $0 · personal property $0
6d · Net rental income or loss

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
7a · Gross sales of assets other than inventory

securities $9,788,731 · other assets $13,500
7b · Less cost or other basis and sales expenses

securities $9,838,088 · other assets $2,686
7c · Gain or loss

securities -$49,357 · other assets $10,814
7d · Net gain or loss

total -$38,543 · related or exempt $0 · unrelated business $0 · excluded -$38,543
8a · Fundraising events: gross income

$110,170
8a · Fundraising events: contributions included on line 1c

$44,500
8b · Fundraising events: direct expenses

$55,557
8c · Net income from fundraising events

total $54,613 · unrelated business $0 · excluded $54,613
9a · Gaming: gross income

$0
9b · Gaming: direct expenses

$0
9c · Net income from gaming

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
10a · Gross sales of inventory

$67,500
10b · Cost of goods sold

$41,121
10c · Net income from sales of inventory

total $26,379 · related or exempt $0 · unrelated business $0 · excluded $26,379
11a · Other revenue: MAQUOKETA ADMIN PAYMENT

total $84,000 · related or exempt $84,000 · unrelated business $0 · excluded $0
11d · All other revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
11e · Other revenue, total

$84,000

Functional expenses

Part IX, the statement of functional expenses.

3 · Grants to foreign organizations and individuals

total $10,000 · program services $10,000
5 · Compensation of officers, directors and key employees

total $529,302 · management and general $529,302
7 · Other salaries and wages

total $4,792,787 · program services $4,442,864 · management and general $349,923
8 · Pension plan contributions

total $331,802 · program services $279,112 · management and general $52,690
9 · Other employee benefits

total $295,211 · program services $161,666 · management and general $133,545
10 · Payroll taxes

total $462,027 · program services $436,109 · management and general $25,918
11c · Fees: accounting

total $28,537 · management and general $28,537
11f · Fees: investment management

total $0 · program services $0 · management and general $0
11g · Fees: other

total $0 · program services $0 · management and general $0 · fundraising $0
12 · Advertising and promotion

total $142,979 · program services $87,952 · management and general $55,027
13 · Office expenses

total $14,704 · program services $9,036 · management and general $5,379 · fundraising $289
16 · Occupancy

total $1,079,974 · program services $1,037,964 · management and general $42,010
19 · Conferences, conventions and meetings

total $30,503 · program services $14,859 · management and general $15,644
20 · Interest

total $240,372 · program services $240,372
21 · Payments to affiliates

total $160,750 · program services $0 · management and general $160,750 · fundraising $0
22 · Depreciation, depletion and amortization

total $1,712,121 · program services $1,662,381 · management and general $18,176 · fundraising $31,564
23 · Insurance

total $205,101 · program services $205,101 · management and general $0 · fundraising $0
24a · Other expenses: MAINTENANCE AND JANITORIAL SUPPLIES

total $333,883 · program services $332,940 · management and general $943
24b · Other expenses: PROGRAM SUPPLIES

total $178,216 · program services $178,216
24c · Other expenses: Equipment Rental

total $2,489 · program services $2,489
24d · Other expenses: FOOD & MERCHANDISE EXPENSE

total $255,779 · program services $255,779
24e · All other expenses

total $236,110 · program services $137,015 · management and general $99,095 · fundraising $0

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $4,565,510 · end of year $6,102,344
3 · Pledges and grants receivable

beginning of year $5,803,433 · end of year $4,452,809
4 · Accounts receivable

beginning of year $107,210 · end of year $120,639
5 · Loans and receivables from officers and key people

beginning of year $0 · end of year $0
6 · Loans and receivables from disqualified persons

beginning of year $0 · end of year $0
7 · Other notes and loans receivable

beginning of year $0 · end of year $0
8 · Inventories for sale or use

beginning of year $18,200 · end of year $21,100
9 · Prepaid expenses and deferred charges

beginning of year $52,117 · end of year $47,031
10a · Land, buildings and equipment: cost or other basis

$54,530,629
10b · Land, buildings and equipment: accumulated depreciation

$14,457,670
10c · Land, buildings and equipment, net

beginning of year $39,685,434 · end of year $40,072,959
11 · Investments: publicly traded securities

beginning of year $12,064,432 · end of year $14,200,986
12 · Investments: other securities

beginning of year $0
13 · Investments: program-related

beginning of year $0
14 · Intangible assets

beginning of year $0 · end of year $0
15 · Other assets

beginning of year $720,927 · end of year $989,355
17 · Accounts payable and accrued expenses

beginning of year $747,700 · end of year $1,483,551
18 · Grants payable

beginning of year $0 · end of year $0
19 · Deferred revenue

beginning of year $1,780,824 · end of year $1,737,054
20 · Tax-exempt bond liabilities

beginning of year $0 · end of year $0
21 · Escrow or custodial account liability

beginning of year $0 · end of year $0
22 · Loans and payables to officers and key people

beginning of year $0 · end of year $0
23 · Secured mortgages and notes payable

beginning of year $12,113,334 · end of year $10,305,845
24 · Unsecured notes and loans payable

beginning of year $0 · end of year $0
25 · Other liabilities

beginning of year $1,195,710 · end of year $0
27 · Net assets without donor restrictions

beginning of year $40,751,069 · end of year $47,448,060
28 · Net assets with donor restrictions

beginning of year $6,428,626 · end of year $5,032,713
29 · Capital stock, trust principal or current funds

beginning of year $0 · end of year $0
30 · Paid-in or capital surplus, or land, building or equipment fund

beginning of year $0 · end of year $0
31 · Retained earnings, endowment or other funds

beginning of year $0 · end of year $0

Mission and programs · 2022

Mission

THE MISSION OF THE YMCA IS TO PUT JUDEO-CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND, AND BODY FOR ALL. THE CAUSE OF THE Y IS TO STRENGTHEN COMMUNITY. THIS WORK IS ACHIEVED THROUGH THREE FOCUS AREAS: YOUTH DEVELOPMENT, HEALTHY LIVING AND SOCIAL RESPONSIBILITY.

Activities or mission (Part I)

THE YMCA BUILDS HEALTHY SPIRIT, MIND AND BODY FOR ALL AND BRINGS ITS MISSION TO LIFE BY TEACHING AND DEMONSTRATING OUR CORE VALUES OF CARING, HONESTY, RESPECT, AND RESPONSIBILITY. THE YMCA IS COMMITTED TO INCLUSIVENESS AND RELATIONSHIP BUILDING WITH INDIVIDUALS THROUGHOUT OUR DIVERSE COMMUNITY

HEALTHY LIVING WITH OUR NEW BITTNER YMCA BRANCH CONTINUING SERVICE GROWTH THROUGHOUT REGION, AND A NEW FACILITY COLLABORATION COMING ON-LINE AT THE END OF THE YEAR, OUR YMCA HIT A RECORD MARK FOR MEMBER SERVICE. WE GREW 19.6% AND SERVED 61,150 PEOPLE OF ALL AGES, BACKGROUNDS, SOCIO-ECONOMIC LEVELS AND RELIGIONS. WE ARE ALSO PROUD THAT EVEN AT OUR NEWEST LOCATION, OVER 23% OF FAMILIES ARE ONLY ABLE TO JOIN OUR Y BECAUSE OF OUR FINANCIAL ASSISTANCE PROGRAM. ALTHOUGH NOT A TREMENDOUS NUMBER IN COMPARISON, WE WERE ABLE TO INVEST IN A NEW EGYM SYSTEM AT TWO LOCATIONS THAT SERVED 1,505 OF OUR MEMBERS. OUR USAGE WAS THE HIGHEST AMONG YMCAS USING THIS NEW PROGRAM ACROSS THE COUNTRY. WE CONTINUED TO SEE A GROWTH IN ENGAGEMENT AND SERVICE AT THE NEW BITTNER YMCA, AS WELL. WE CELEBRATED 11,000 MEMBERS IN FEBRUARY, AND INCREASED OVER TWICE OF THE ENGAGEMENT FROM THE OLD DOWNTOWN YMCA WHEN WE HIT 12,000 SOON THEREAFTER. SENIOR MEMBERSHIP SUBSIDIES HAVE BECOME AN IMPORTANT COMPONENT OF OUR SERVICE LINE TO OUR COMMUNITY. ON AVERAGE, WE COVER HALF OF THE MONTHLY CHARGES FOR OLDER ADULTS WHO RECEIVE MEMBERSHIP THROUGH THEIR INSURANCE PROVIDERS. IN 2022, WE PROVIDED $400,000 IN DIRECT SUBSIDY, WHICH INCLUDES COVERAGE TO HEALTH PLANS THAT PROVIDE FEES, TO ENSURE THAT THE OLDER ADULTS OF OUR COMMUNITY HAD A SAFE AND CARING ENVIRONMENT TO BE HEALTHY. A CRUCIAL DRIVER OF MEMBER SATISFACTION IS ACCESS TO UNLIMITED GROUP EXERCISE CLASSES. WE PROVIDE AROUND 200 OPPORTUNTIES TO JOIN TOGETHER IN PERSON WITH OTHERS. WE HAD NEARLY 100,000 PARTICIPATIONS IN LAND AND WATER EXERCISE CLASSES. WE ALSO FIND IT TO BE MISSION-CRITICAL THAT WE NOT ONLY SELL MEMBERSHIPS TO FAMILIES IN OUR COMMUNITY, BUT THAT WE ALSO ALIGN OUR MEMBERSHIP DELIVERY TO INCREASE USAGE. A PRIMARY TOOL TO ACCOMPLISH THIS COMPONENT OF OUR MEMBERSHIP IS TO COVER THE COSTS (UP TO $100 PER MEMBER) SO EACH NEW MEMBER WILL RECEIVE TWO SESSIONS OF FACE-T0-FACE COACHING AND TRAINING BY A CERTIFIED TRAINER. OUR DATA SHOWS THAT BY THIS INVESTMENT IN A TRAINER, MEMBERS USAGE INCREASES AND RETENTION NEARLY DOUBLES SO THAT THE MEN, WOMEN AND CHILDREN IN OUR COMMUNITY ARE GETTING HEALTHIER BECAUSE OF THE PRESENCE OF OUR Y.

Expenses $5,580,823
YOUTH DEVELOPMENT OUR Y BEGAN BY SERVING DISENGAGED YOUTH 164 YEARS AGO, AND THIS REMAINS A MAJOR FOCUS OF OUR COMMUNITY-BUILDING WORK. WE CONTINUE TO BE A LEADER IN QUALITY CHILD CARE AND PRESCHOOL IN THE THREE COUNTIES WE SERVE. WE ARE PROUD THAT OVER 60% OF FAMILIES RECEIVED FINANCIAL ASSISTANCE IN ORDER TO RECEIVE OUR HIGH-QUALITY PROGRAMS. OUR CONTINUED FOCUS ON SERVICES TO FAMILIES WITH YOUNG CHILDREN MADE ADDITIONAL IMPACTS IN OUR LOCAL ECONOMY. ALTHOUGH STAFFING LEVELS CONTINUED TO BE A CHALLENGE THAT LIMITED OUR CAPACITY, OUR CHILDCARE AND PRESCHOOL PROGRAMS WERE ABLE TO MAINTAIN OPERATIONS AT TWO EARLY LEARNING CENTERS. WE SERVED 214 CHILDREN FROM THE AGES OF 6 WEEKS THROUGH KINDERGARTEN, AND WE SUCCESSFULLY REPORT THAT 100% OF OUR PARTICPANTS GRADUATED PRESCHOOL AND TESTED "READY FOR KINDERGARTEN" WHICH IS A KEY INDICATOR IN EDUCATIONAL OUTCOMES FOR A STUDENT'S LIFE. THROUGH PARTNERSHIP WITH TWO SCHOOL DISTRICTS AND OUR DHS LICENSING OF FOUR OF OUR BRANCH FACILITIES, WE PROVIDED SAFE BEFORE AND AFTER SCHOOL PROGRAMMING TO 856 ELEMENTARY SCHOOL STUDENTS. THIS IS A SERVICE INCREASE OF 34% DESPITE THE CONTINUED CHALLENGE OF STAFFING. AS POST-PANDEMIC SOCIAL EMOTIONAL STRESS AND NEGATIVE BEHAVIORS CONTINUED TO CREATE OBSTACLES FOR STUDENTS AND STAFF IN OUR SCHOOLS, THE NEED FOR THE YMCA OUTREACH PROGRAMS HAVE BECAME MORE CRITICAL THAN EVER. INCREASED BURDENS ARE BEING PLACED ON EDUCATORS AND THE JUVENILE JUSTICE PROGRAM, TEAMS, AND THE YMCA OUTREACH PROGRAM IS PERFECTLY SUITED TO CONNECT AND ENGAGE STUDENTS, YOUNG ADULTS, AND FAMILIES TO THE MANY HEALTH AND HUMAN SERVICE PROVIDERS AVAILABLE. THE Y'S OUTREACH PROGRAMS ARE LED BY TWO, FULL-TIME PROFESSIONALS WHO HAVE BEEN RAISED AND EDUCATED HERE IN OUR COMMUNITY. THEIR LIVED EXPERIENCES COMPARE WELL TO WHAT THE AT-RISK STUDENTS AND FAMILIES ARE EXPERIENCING, WHICH ENABLES THEM TO QUICKLY BUILD RELATONSHIPS, GAIN TRUST, SET GOALS, PROVIDE INCENTIVES AND HOLD ACCOUNTABLE PROGRAM PARTICPANTS. WE ALSO INCREASED COLLABORATIVE WORK WITH SUBSIDIZED HOUSING COMMUNITIES AND EDUCATION/JOB/CAREER DEVELOPMENT PROGRAMS. THIS PROVIDED INCREASED RESOURCES FOR OUR OUTREACH TEAM TO DEVELOP INCENTIVIZED PLANS FOR THE 204 STUDENTS AND YOUNG ADULTS THEY WORKED WITH AND MENTORED IN 2022. THE OUTCOMES WE MEASURE INCLUDE OVER 84% OF PARTICIPANTS IMPROVING GRADES, OVER 90% IMPROVING ATTENDANCE, OVER 85% OF AGE/GRADE LEVEL-APPROPRIATE PARTICIPANTS GRADUATING OR GETTING THEIR GED, OVER 70% IMPROVING TEST SCORES, ALMOST EVERY STUDENT IMPROVES SOCIAL EMOTIONAL HEALTH AND COMMUNITY LEADERSHIP. OUR YMCA, WITH STAFF LEADERSHIP AND DONOR SUPPORT, WAS ABLE TO OFFER SAFE SUMMER CAMP PROGRAMS AT SEVEN LOCATIONS, INCLUDING YMCA CAMP ABE LINCOLN, OUR 250-ACRE NATURE PROGRAMMING AREA. WE HAD 1,971 CHILDREN PARTICPATE IN DAY AND RESIDENT CAMPS, WHICH INCLUDED NEARLY 500 STUDENTS WHO WERE ABLE TO ATTEND ON SCHOLARHIP. YOUTH SPORTS CONTINUES TO BE A CRUCIAL COMPONENT OF OUR MISSION-DRIVEN PROGRAM LINE. AS WE GAINED CONTROL OF AN INDOOR SPORTS FACILITY THROUGH PARTNERSHIP WITH THE CITY OF BETTENDORF, WE WERE ABLE TO SERVE MORE KIDS. IN TOTAL 2,705 CHILDREN USED SPORTS PROGRAMS AT OUR YMCA TO LEARN CONFIDENCE AND SOCIAL SKILLS, AS WELL AS BEGINNING HEALTHY HABITS THAT ARE INTENDED TO STAY WITH THEM FOR LIFE. OUR NEW FACILITY ALSO PROVIDED A MORE CONSISTENT ENVIRONMNET TO PROVIDE GYMNASTICS, TUMBLING AND NINJAZONE CLASSES. IN TOTAL, THERE WERE 2,222 REGISTRATIONS FOR THIS PROGRAM. WE ALSO BUILT CONNECTION AND ENGAGEMENT AND SAFE SWIMMING WITH 2,467 SWIM LESSONS. YOUNG KIDS ALSO INTERACTED AND PLAYED TOGETHER SIX DAYS A WEEK WITH ALMOST 31,000 VISITS TO OUR CHILD WATCH CENTERS IN OUR BRANCH FACILITIES.

Expenses $3,805,982
SOCIAL RESPONSIBILITY VOLUNTEERS, DONORS AND COMMUNITY SUPPORT CONTINUE TO DRIVE OUR CHARITABLE MISSION FORWARD. TOGETHER, OUR COMMUNITY RESOURCES ENSURE THAT NO ONE IS TURNED AWAY DUE TO AN INABILITY TO PAY AS WE MAINTAIN OUR BRAND PROMISE OF SERVICE TO ALL. ONE OF THE BEST INDICATORS OF THE SUPPORT WE PROVIDE TO OUR LOCAL CHILDREN, ADULTS, FAMLIES AND SENIORS IS THE AMOUNT OF DIRECT FINANCIAL ASSISTANCE. IN 2022, WE PROVIDED $1.83-MILLION THAT PROVIDED IMMEDIATE OPPORTUNITIES TO THOSE IN NEED. OUR ANNUAL FUNDRAISING CAMPAIGN ENSURES WE CAN PROVIDE THE LEVEL OF ASSISTANCE REQUIRED BY THE NEEDS OF OUR COMMUNITY. IN 2022, 1,589 DONORS PROVIDED $887,597 IN GIFTS. FOR 164 YEARS, VOLUNTEERS HAVE LED OUR YMCA TO ENSURE WE ARE ENGAGING THE COMMUNITY APROPRIATELY, PRIORITIZING CHALLENGES, AND SETTING THE BEST STRATEGIC AGENDA. BOTH OUR CORPORATE YMCA, AND OUR BRANCHES, HAVE THEIR OWN VOLUNTEER LEADERSHIP TEAMS. WE WORK TO ENSURE THESE BOARDS ARE REFLECTIONS OF THE COMMUNITIES WE SERVE, AND COVER A SPECTRUM OF LEADERS FROM DIFFERENT ASPECTS OF BUSINESS, EDUCATION, NONPROFIT AND FAITH-BASED COMMUNITIES. FINALLY, WE ARE HONORED TO BE RECOGNZIED BY CHARITY NAVIGATOR, THE LARGEST, INDEPENDENT EVALUATOR OF CHARITIES IN OUR COUNTRY. THIS YEAR, FOR THE 12TH-CONSECUTIVE YEAR, WE WERE AWARDED THE 4-STAR AWARD, WHICH PLACES US IN THE TOP 2% OF NONPROFITS FOR FINANCIAL DILIGENCE AND ACCOUNTABILITY IN AMERICA.

Expenses $107,050

As filed on the 2022 return.

Listed in Part VII

DEBBIE ANSELM

CVO-ELECT

Total calculated

$0

Hours/week

0.4
DON DOUCETTE

SECRETARY

Total calculated

$0

Hours/week

0.4
ED ROGALSKI

EXEC COMMITTEE

Total calculated

$0

Hours/week

0.4
KEN KOUPAL

EXEC COMMITTEE

Total calculated

$0

Hours/week

0.4
KENT PILCHER

EXEC COMMITTEE

Total calculated

$0

Hours/week

0.4
KERRY SMITH

TREASURER

Total calculated

$0

Hours/week

0.4
MO HYDER

CVO

Total calculated

$0

Hours/week

0.4
TODD GIPPLE

EXEC COMMITTEE

Total calculated

$0

Hours/week

0.4
TOM WATERMAN

EXEC COMMITTEE

Total calculated

$0

Hours/week

0.4
ALEX WASHINGTON

DIRECTOR

Total calculated

$0

Hours/week

0.2
BETH TINSMAN

DIRECTOR

Total calculated

$0

Hours/week

0.2
BRIAN STRUSZ

DIRECTOR

Total calculated

$0

Hours/week

0.2
BROCK EARNHARDT

DIRECTOR

Total calculated

$0

Hours/week

0.2
CAL WERNER

DIRECTOR

Total calculated

$0

Hours/week

0.2
DANA WILKINSON

DIRECTOR

Total calculated

$0

Hours/week

0.2
DAVID CRIBBS

DIRECTOR

Total calculated

$0

Hours/week

0.2
DAVID WATERMAN

DIRECTOR

Total calculated

$0

Hours/week

0.2
DUANE SKICKLEY

DIRECTOR

Total calculated

$0

Hours/week

0.2
DUANE STICKLEY

DIRECTOR

Total calculated

$0

Hours/week

0.2
ED CARROLL

DIRECTOR

Total calculated

$0

Hours/week

0.2
FR RICH ADAM

DIRECTOR

Total calculated

$0

Hours/week

0.2
JACK HERRING

DIRECTOR

Total calculated

$0

Hours/week

0.2
JIM RUSSELL

DIRECTOR

Total calculated

$0

Hours/week

0.2
JIM VON MAUR

DIRECTOR

Total calculated

$0

Hours/week

0.2
KENT PILCHER

EXEC COMMITTEE

Total calculated

$0

Hours/week

0.4
LARRY FORD

DIRECTOR

Total calculated

$0

Hours/week

0.2
LISA SCHLUENSEN

DIRECTOR

Total calculated

$0

Hours/week

0.2
MARY JONES

DIRECTOR

Total calculated

$0

Hours/week

0.4
NANCY BALLENGER

DIRECTOR

Total calculated

$0

Hours/week

0.2
NANCY CHAPMAN

DIRECTOR

Total calculated

$0

Hours/week

0.2
PETE BUSH

DIRECTOR

Total calculated

$0

Hours/week

0.2
RICK JOHN

DIRECTOR

Total calculated

$0

Hours/week

0.2
RYAN SADDLER

DIRECTOR

Total calculated

$0

Hours/week

0.2
STEVE JENNINGS

DIRECTOR

Total calculated

$0

Hours/week

0.2
TERRY OUSLEY

DIRECTOR

Total calculated

$0

Hours/week

0.2
TIM KOEHLER

DIRECTOR

Total calculated

$0

Hours/week

0.2
Brad Martell

President/CEO

Total calculated

$276,123

From this org

$238,655

From related orgs

$0

Other

$37,468

Hours/week

55

Schedule J breakdown matched by us

Base

$226,495

Bonus

$12,160

Other

$0

Deferred

$37,468

Nontaxable benefits

$0

Filer's total

$276,123
AMY GOODWIN

HUMAN RESOURCE DIRECTOR

Total calculated

$89,547

From this org

$72,424

From related orgs

$0

Other

$17,123

Hours/week

55
JOSHUA WHITSON

COO

Total calculated

$174,132

From this org

$141,928

From related orgs

$0

Other

$32,204

Hours/week

55

Schedule J breakdown matched by us

Base

$121,928

Bonus

$20,000

Other

$0

Deferred

$32,204

Nontaxable benefits

$0

Filer's total

$174,132
JULIE WALZER

CFO

Total calculated

$90,522

From this org

$90,221

From related orgs

$0

Other

$301

Hours/week

55

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

3 · Compensation committee
3 · Form 990 of other organizations
3 · Compensation survey or study
3 · Approval by the board or compensation committee
4b · Supplemental nonqualified retirement plan
5a · Pay contingent on this organization's revenues

Answered no

4a · Severance or change-of-control payment
4c · Equity-based compensation arrangement
5b · Pay contingent on a related organization's revenues
6a · Pay contingent on this organization's net earnings
6b · Pay contingent on a related organization's net earnings
7 · Other non-fixed payments
8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan: THE ORGANIZATON HAS ADOPTED A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN FOR ITS CEO EFFECTIVE JANUARY 1ST 2018. THE ORGANIZATION BEGAN FUNDING THE PLAN IN 2019.
Schedule J, Part I, Line 5a Compensation contingent on revenues of the organization: THE ORGANIZATION HAS AN ANNUAL INCENTIVE PLAN WHICH EMPHASIZES OVERALL PERFORMANCE BASED ON PRIORITIES IN THE ORGANIZATION'S STRATEGIC PLAN. CERTAIN KEY MANAGEMENT MEMBERS ARE ELIGIBLE FOR A PERFORMANCE BONUS IF CERTAIN SPECIFIED TARGETS ARE REACHED. THE COMPENSATION COMMITTEE OF THE BOARD REVIEWS AND APPROVES ANY INCENTIVE BONUS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type: form_990
Tax year: 2022
Filed: 23 August 2023
IRS schema version: 2022v5.0
Source object: 202302359349300115

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